I thnk it may be different this time. Currencies are not trusted anymore, so where does the wealthy want to camp his riches? In commodities. Real, touchable, saleable commodities. A boat full of oil, a sugar crop, a shipment of planks... The world is changing, USA is now 'a' Country. The Empire is breaking up slowly but surely. USA is a Country bearing a Debt absolutely impossible to refund... The're not in danger because they have a strong economy, strong people, strong knowledge, etc... But the way to do business with the World is changing. Strong new players are emerging, with new ways of thinking...
This commodity rally is there to stay, IMO. It is more a New Way than a Another Bubble.
GLTA.
Babe.